See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,223,866 | $167,307+631.5% | $143,757+751.3% | $134,475+810.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.51% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $25,582 | $5,619+355.3% | $4,951+416.7% | $4,740+439.7% |
| Participant deferral / active EE | $6,425 | $6,446-0.3% | $5,637+14.0% | $6,400+0.4% |
| Admin fee / account holder | $47,411 | $18,088+162.1% | $14,673+223.1% | $11,426+314.9% |